Form Signature Field

Xodo PDF Studio is capable of creating Signature Fields. Signature Fields allow you to create fields that your users can use to digitally sign the PDF document. See Applying Digital Signatures for instructions on how to sign a document.

 

Creating Signature Fields

  1. Start the Form Editing Mode by going to the Forms Tab
  2. Click on the Signature Field button located on the tool bar. The cursor will then change to show a preview of the field
  3. Using the mouse move to the location you want to place the field and then click to place the field or click and drag to create a custom field size.
  4. The Signature Field Properties dialog will then be displayed so that you can add the options to the list as it will initially be blank.
  5. Click on the Options tab
  6. Type in each of the options that you wish to add in the Item field and then click on Add or press Enter on your keyboard. Your new item will be displayed in the list below. Continue adding all the items that you need and once complete click on OK to set the list options
  7. Repeat steps 1-6 to create as many fields as you need
  8. To finish placing Signature Fields press Esc or click on the button on the toolbar

Signature Field Properties

To access the Signature Field properties right click (Mac: Ctrl + Click) on the field and choose Properties in the mouse menu or click on the edit button on the Mini Toolbar. The Signature Field contains the following property settings.

Appearance

Name - The name of the signature field

Style

Font - Sets the font of the text used in the digital signature once it is applied

Size - This option does not apply to signature fields

Text Color - Sets the text color

Border Color - Sets the color of the border

Line Width - Sets the width of the border line

Fill Color - Sets the fill color

Style - Sets the style for the border line (i.e. dotted, dashed, cloud, etc...)

Save as default - When checked this will make the selected style settings the default for any new Signature Fieldes going forward

Properties

Rotation - Sets the field rotation in 90 degree increments

Required - This option is not available on Signature Fields

Visibility - Sets one of four visibility options for the field

      • Show: the default setting makes the field visible
      • Hide: hides the field from being displayed when viewing the document
      • Show/Do not print: shows the field but will not print the field or it's values
      • Hide/Print: hides the field but the field and its value will be printed

Read Only - Makes the field uneditable and will just display the value currently set in the field

Locked - When checked prevents the following on the field: being moved or resized, editing appearance properties, & deleting the annotation.

Signed

Allows you to set an action to occur when the field is signed. Only JavaScript can be used when setting change actions.

Do nothing on sign - Default value, sets no validation rules and any value can be entered into the field

Set the following read only on sign - When selected, use the drop down to set which fields to mark as "Read Only" when the document is signed.

  • All Fields: marks all the fields in the document as Read Only
  • Just These Fields: allows you to select which fields to mark as Read Only. To select more than one item at a time, hold down Ctrl or Shift and click on each of the options.
  • All Fields Except: allows you to select which fields NOT to mark as Read Only. To select more than one item at a time, hold down Ctrl or Shift and click on each of the options.

Do custom script on sign - When selected you will need to use Form JavaScript to create custom validations

Actions

The Action Panel displays a list of the current actions associated with the field. Actions can be added, edited, or deleted using the buttons below the actions list.

Add - Adds a custom Form Field Actions from a list of available actions.

Edit - Edits the currently selected action from the list

Remove -  Removes the currently selected action from the list